+653.2%
ADI vs WM
+332.5%
+320.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.2% | +2.8% | +3.5% |
| 7D | +0.7% | +0.8% | -0.1% | +0.3% |
| 30D | +0.7% | +13.8% | -13.1% | -5.4% |
| 3M | +6.5% | +6.4% | +0.1% | +2.9% |
| 6M | -2.7% | +13.2% | -15.9% | -9.8% |
| YTD | +52.2% | +10.8% | +41.4% | +41.8% |
| 1Y | +77.5% | +20.2% | +57.3% | +58.1% |
| 3Y | +148.8% | +46.5% | +102.3% | +93.3% |
| 5Y | +142.9% | +61.3% | +81.6% | +75.1% |
| 10Y | +653.2% | +324.8% | +328.5% | +200.7% |
| All | +653.2% | +332.5% | +320.7% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling